CNBC CEO, CNBC, said on Wednesday that ASML, ASML, ASML, Dutch semiconductor maker, expects new low-cost models like those by Chinese Deepsek to more-instead of less-on artificial intelligence slides.
ASML won estimates for both sales and profit for the fourth quarter and said it was a accumulation of accumulation of about 36 billion euros (37.4 billion dollars) at the end of 2024. Cold semiconductor spending emanates.
Without processing the details of the newly unveiled R1 model from Deepseek-which took the world of technology through the storm with performance standards that compete with prominent United States players in a small part of the cost-Fouquet said he did not see any sign of slow demand for chips Focus on artificial intelligence.
“The low cost of Amnesty International may mean more applications. More applications mean more demand over time. We see it as an opportunity for more demand for chips,” Vukeette said in an interview with Arjun Kharpal from CNBC.
“For hyper, CAPEX (capitalist spending) is spent for investment,” he said. “They are invested extensively in research and development (research and development). They still want to do so.”
Hyperscalers refers to cloud computing giants such as Microsoft, Amazon and Google, which invests heavily in the infrastructure of the data center that operates artificial intelligence models.
Last week, Deepsek R1, an open source thinking model claiming to overcome Openai O1 to both cost and performance. The open source software source code is provided freely on the open web for potential modification and redistribution.
Dibsic drama
Increased awareness of the new Dempsic model It caused a severe decline in technology stocks this week, amid fears of a possible re -reduction in spending on the powerful graphics processing units required to train and operate Amnesty International.
Nafidia It lost nearly $ 600 billion in market value on Monday-the largest decrease for any day for any company in the history of the United States-while ASML and other semiconductor shares have also achieved heavy losses.
The shares of NVIDIA and ASML have recovered some land later in the week.
Foucault looked uncomfortable with the effects of Dibsic on both of the hyperactivity of artificial intelligence and chips during an interview on Wednesday. While admitting the existence of a “lot of discussion” surrounding Deepseek, the CEO of ASML said that his company has not heard from customers who ask about the impact of the Chinese company model on the demand for chips.
He told CNBC: “In order for artificial intelligence to finish really in the next few years – not only with Easter, but with us all in our phone, the personal computer – we need to process two things: cost and energy consumption.”
“We believe that anything will go in the direction of reducing the cost on artificial intelligence is, in fact, most likely because this will allow applications to move to many other devices,” Foucape added.
Deepseek reveals questions about spending on eyewitness from the leadership of artificial intelligence players such as Openai and Microsoft on NVIDIA graphics processing units, which need to train and operate the most advanced artificial intelligence models.
This can reach the demand in turn on Ultraviolet machines (EUV) in ASML, which is used to print the most advanced fine chips. EUV tools formed 3 billion euros out of 7.1 billion euros for the amount of the fourth quarter.
